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    Naresh Chouhan

    Senior Equity Analyst and Partner at Intrinsic Health

    Naresh Chouhan is a Senior Equity Analyst and Partner at Intron Health, specializing in coverage of European healthcare and pharmaceutical companies. He has led research on major firms in the healthcare space, delivering expert insights and playing a pivotal role in capital market transactions, including as lead analyst for two healthcare IPOs. Chouhan began his career at GlaxoSmithKline in corporate development before moving to JPMorgan in 2006 to cover Pan-European large-cap pharma, later holding senior roles at HSBC and spending six years as head of healthcare research at Liberum before joining Intron Health (formerly New Street Research) in 2016. He holds professional credentials in investment research and has a notable history of building and leading healthcare research franchises.

    Naresh Chouhan's questions to NOVARTIS (NVS) leadership

    Naresh Chouhan's questions to NOVARTIS (NVS) leadership • Q4 2024

    Question

    Naresh Chouhan inquired about the commercial potential for OAV101 (intrathecal Zolgensma), asking about the expected bolus opportunity, the speed of the sales ramp-up, and whether achieving blockbuster status by 2027 is a reasonable expectation.

    Answer

    CEO Vasant Narasimhan suggested the ramp-up could be fast, similar to the original Zolgensma launch, potentially reaching a steady state in 2-3 years. He believes the onetime treatment offers a compelling profile versus competitors, especially since it was tested against the 'gold standard' Hammersmith score. He reiterated the company's view that the medicine could exceed $3 billion in peak sales.

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